Account Type***** ****Account Owner******* ********Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Hunter Financial Services LlcWealth AdvisorApr 15 - PresentCharles SchwabVice President - Financial ConsultantAug 12- Apr 15Schwab Advisor ServicesClient Service SpecialistMay 11- Aug 12
Nathalie DarmoisAccount Receivable SpecialistView Profile, nathalie darmoisYulia YuliaostAccount SpecialistView Profile, yulia yuliaostTracy KellyDeal Desk AnalystView Profile, tracy kelly